-74.9%
NKTR vs VT
+222.7%
-297.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.8% | -2.8% |
| 7D | +2.3% | +0.4% | +1.9% | +1.7% |
| 30D | +1.5% | +1.0% | +0.5% | +0.2% |
| 3M | +25.1% | +2.4% | +22.7% | +20.8% |
| 6M | +4.3% | +12.0% | -7.7% | -12.2% |
| YTD | +75.5% | +15.3% | +60.1% | +41.1% |
| 1Y | +106.2% | +22.6% | +83.6% | +52.4% |
| 3Y | +724.3% | +74.7% | +649.7% | +300.7% |
| 5Y | -68.8% | +66.1% | -135.0% | -83.2% |
| All | -74.9% | +222.7% | -297.6% | -93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling